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TrendForce集邦咨询:2026年人形机器人将迈向商用化的关键年 全球出货量可望突破5万台
Zhi Tong Cai Jing· 2025-12-09 09:24
Group 1 - The core viewpoint of the articles highlights the ongoing development of humanoid robots across major economies, with Japan focusing on enhancing key component technologies while the US and China are actively launching end-user humanoid products [1][2][3] - TrendForce forecasts that 2026 will be a pivotal year for the commercialization of humanoid robots, with global shipments expected to exceed 50,000 units, representing an annual growth of over 700% [1] - Japan's robot industry, despite having advanced technologies, prioritizes industrial applications where demand is mature and ROI is calculable, while the care sector is anticipated to be the strongest area of demand for humanoid robots due to an increasing labor shortage [2] Group 2 - The US humanoid robot industry is transitioning from "technology demonstration" to "practical validation," with a focus on system integration, operational stability, energy efficiency, and real-time AI reasoning capabilities [3] - China's humanoid robot market is characterized by diverse applications and price segmentation, with companies like Unitree and AgiBot pushing low-cost products for mass trials, while others like Fourier focus on emotional interaction and healthcare applications [3] - TrendForce emphasizes that the key for China's humanoid robots in 2026 will be balancing low-cost accessibility with high-end differentiation, gradually accumulating data and application experience to support long-term competitiveness [3]